Sands Capital Management

Sands Capital Management as of March 31, 2024

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 76 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.8 $2.4B 2.7M 903.56
Amazon (AMZN) 6.3 $2.3B 13M 180.38
Asml Holding N V N Y Registry Shs (ASML) 5.8 $2.1B 2.1M 970.47
Visa Com Cl A (V) 4.9 $1.7B 6.2M 279.08
Dex (DXCM) 4.2 $1.5B 11M 138.70
Microsoft Corporation (MSFT) 4.0 $1.4B 3.4M 420.72
Lam Research Corporation (LRCX) 3.8 $1.4B 1.4M 971.57
MercadoLibre (MELI) 3.6 $1.3B 856k 1511.96
Entegris (ENTG) 3.2 $1.1B 8.1M 140.54
Servicenow (NOW) 3.0 $1.1B 1.4M 762.40
Nu Hldgs Ord Shs Cl A (NU) 3.0 $1.1B 89M 11.93
Meta Platforms Cl A (META) 3.0 $1.1B 2.2M 485.58
Netflix (NFLX) 2.9 $1.0B 1.7M 607.33
Shopify Cl A (SHOP) 2.9 $1.0B 13M 77.17
Block Cl A (SQ) 2.8 $1.0B 12M 84.58
Okta Cl A (OKTA) 2.6 $946M 9.0M 104.62
Doordash Cl A (DASH) 2.6 $940M 6.8M 137.72
Snowflake Cl A (SNOW) 2.3 $831M 5.1M 161.60
Atlassian Corporation Cl A (TEAM) 2.3 $822M 4.2M 195.11
Axon Enterprise (AXON) 2.2 $792M 2.5M 312.88
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.0 $710M 5.2M 136.05
Cloudflare Cl A Com (NET) 1.8 $626M 6.5M 96.83
Alphabet Cap Stk Cl A (GOOGL) 1.6 $571M 3.8M 150.93
Edwards Lifesciences (EW) 1.6 $555M 5.8M 95.56
Datadog Cl A Com (DDOG) 1.5 $531M 4.3M 123.60
CoStar (CSGP) 1.5 $519M 5.4M 96.60
Sea Sponsord Ads (SE) 1.4 $501M 9.3M 53.71
Align Technology (ALGN) 1.2 $445M 1.4M 327.92
Flutter Entmt SHS (FLUT) 1.1 $409M 2.1M 197.49
Airbnb Com Cl A (ABNB) 1.1 $402M 2.4M 164.96
Nike CL B (NKE) 1.1 $390M 4.2M 93.98
Uber Technologies (UBER) 1.1 $390M 5.1M 76.99
Floor & Decor Hldgs Cl A (FND) 0.8 $272M 2.1M 129.62
Globant S A (GLOB) 0.8 $271M 1.3M 201.90
Repligen Corporation (RGEN) 0.7 $264M 1.4M 183.92
XP Cl A (XP) 0.7 $249M 9.7M 25.66
Irhythm Technologies (IRTC) 0.7 $249M 2.1M 116.00
Coupang Cl A (CPNG) 0.7 $234M 13M 17.79
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.6 $212M 1.6M 128.64
Roper Industries (ROP) 0.6 $211M 377k 560.84
Ultragenyx Pharmaceutical (RARE) 0.5 $180M 3.9M 46.69
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.5 $167M 2.5M 65.60
TransDigm Group Incorporated (TDG) 0.4 $144M 117k 1231.60
Hdfc Bank Sponsored Ads (HDB) 0.4 $136M 2.4M 55.97
10x Genomics Cl A Com (TXG) 0.4 $127M 3.4M 37.53
Alphabet Cap Stk Cl C (GOOG) 0.3 $105M 691k 152.26
Iqvia Holdings (IQV) 0.3 $102M 404k 252.89
Ferrari Nv Ord (RACE) 0.3 $96M 221k 435.94
Charter Communications Inc N Cl A (CHTR) 0.3 $95M 326k 290.63
Texas Instruments Incorporated (TXN) 0.3 $92M 530k 174.21
Steris Shs Usd (STE) 0.3 $92M 410k 224.82
Kanzhun Sponsored Ads (BZ) 0.2 $86M 4.9M 17.53
Intercontinental Exchange (ICE) 0.2 $81M 593k 137.43
UnitedHealth (UNH) 0.2 $78M 157k 494.70
Zoetis Cl A (ZTS) 0.2 $77M 455k 169.21
Stevanato Group S P A Ord Shs (STVN) 0.2 $60M 1.9M 32.10
Samsara Com Cl A (IOT) 0.2 $60M 1.6M 37.79
Siteone Landscape Supply (SITE) 0.2 $55M 317k 174.55
Klaviyo Com Ser A (KVYO) 0.1 $37M 1.4M 25.48
Global E Online SHS (GLBE) 0.0 $16M 439k 36.35
Ishares Tr Msci India Etf (INDA) 0.0 $9.3M 180k 51.59
Gitlab Class A Com (GTLB) 0.0 $6.7M 115k 58.32
Cadence Design Systems (CDNS) 0.0 $1.0M 3.3k 311.28
Uipath Cl A (PATH) 0.0 $1.0M 45k 22.67
Bio-techne Corporation (TECH) 0.0 $896k 13k 70.39
Apple (AAPL) 0.0 $175k 1.0k 171.48
Intuit (INTU) 0.0 $127k 195.00 650.00
Bill Com Holdings Ord (BILL) 0.0 $86k 1.3k 68.72
Adobe Systems Incorporated (ADBE) 0.0 $81k 160.00 504.60
Icon SHS (ICLR) 0.0 $67k 199.00 335.95
Waste Connections (WCN) 0.0 $64k 373.00 172.01
Linde SHS (LIN) 0.0 $45k 97.00 464.32
Canadian Pacific Kansas City (CP) 0.0 $44k 499.00 88.17
Match Group (MTCH) 0.0 $30k 821.00 36.28
Coursera (COUR) 0.0 $18k 1.3k 14.02
Illumina (ILMN) 0.0 $14k 103.00 137.32